2018 Senior Relationship Management Summer Analyst Program (New York)
Senior Relationship Management Overview
The "SRM" team is responsible for the overall relationships the Institutional Securities Group has with the top 50 cross divisional clients
The team owns relationships with the “C-Suite” and senior individuals and is responsible for allocating the clients’ wallet
The overall goal of the SRM team is to achieve top tier rank/share across targeted products
We conduct detailed wallet share and balance of payment analysis and develop action plans in partnership with Sales & Trading to target wallet/revenue
Additionally, the team strives to capture new or under-penetrated sources of revenue including strategic mandates
We also partner with Investment Banking, Global Capital Markets, Wealth Management and other areas of the Firmt o maximize cross-divisional revenue opportunities
Analyst Responsibilities
Creating presentations to identify goals for each client and target where to achieve them
Perform financial, strategic, and competitive analysis of multiple data sources and present it in a clear and concise manner
Preparing briefing memos for senior management to highlight current revenues and opportunities
Work directly with Senior Relationship Managers in day-to-day management of all initiatives in support of Sales and Trading
Assist SRMs in prioritizing and staying on top of daily workflow streams and client driven requirements
Create and maintain meeting agendas and presentation materials for SRMs use internally and externally
Qualifications/Skills/Requirements
You are pursuing an undergraduate or Master's degree, generally as a junior, with a minimum 3.0 GPA
You have basic knowledge and a keen interest in finance and markets
You can work effectively and collaboratively in a small, close team environment
You are an analytical thinker with a thoughtful approach to problem solving and data interpretation
You have an advanced knowledge of Excel
You have a high level of attention to detail
You possess strong oral and written communication skills
You are a proactive, organized planner with the ability to multi-task and prioritize numerous work streams
Please visit www.morganstanley.com/careers for more information on the program, including required skills and eligibility requirements.
This Program is closed to applications.